Replies to post #109109 on Biotech Values

[DewDiligence]

Webcast slides from today’s NVS presentation

Joe Jimenez, CEO (55 slides):
http://www.novartis.com/downloads/investors/presentations-events/pipeline-update/2010/2010-11-17-building-sustainable-leadership-in-healthcare.pdf

Jon Symonds, CFO (32 slides):
http://www.novartis.com/downloads/investors/presentations-events/pipeline-update/2010/2010-11-17-generating-financial-returns-from-the-portfolio.pdf

Mark Fishman, head of research (25 slides):
http://www.novartis.com/downloads/investors/presentations-events/pipeline-update/2010/2010-11-17-changing-the-practice-of-medicine.pdf

Trevor Mundel, head of development (33 slides):
http://www.novartis.com/downloads/investors/presentations-events/pipeline-update/2010/2010-11-17-making-science_happen.pdf

Ralf Clemens, head of vaccines (22 slides):
http://www.novartis.com/downloads/investors/presentations-events/pipeline-update/2010/2010-11-17-leading-vaccines-innovation.pdf

[10nisman]

NOVARTIS/CEO
CEO says ready to do $1-2 billion bolt-on acquisitions

MNTA seems to fall perfectly in this acquisition strategy. $2 billion should be able to buy the remaining interest of MNTA that NVS does not already own.

10nis

[DewDiligence]

NME’s Approved in EU/US by Company, 2007-2010

This is perhaps the most impressive slide from NVS’ half-day webcast
this week. With 18 NME approvals in the EU/US during the past four
years, NVS had more approvals than any other company (including
those who consummated large mergers during the period in question).



Source:
http://www.novartis.com/downloads/investors/presentations-events/pipeline-update/2010/2010-11-17-making-science_happen.pdf (slide #3)